Remind clients it's time for their return
- When
- A client's yearly return or review is coming up.
- It does
- Sends them a friendly reminder and asks them to book a time or send their paperwork.
- You see
- Their reply in your Inbox, ready to book in.
Professional services
Accountants and bookkeepers, the tax time calls and emails sorted
Around tax time the phone and the inbox fill with clients asking where their return is up to. Calls get answered and summarised, emails get a reply drafted, and clients hear from you when it's time to start the next one.
What a day can look like.
- A client asking if their return has been lodged.
- A new sole trader wanting to know if you take on small clients.
- Emails with receipts attached and no explanation.
- Clients who need a nudge to send their paperwork in.
One automation, written for you.
An automation card like the ones in the app. When it runs, what it does, and where you'll see it.
Questions that matter most.
From the questions you answer in the app. A Yes tells us what to set up.
- AI Virtual Assistant
Do you want a text after every call with a short summary of what the caller needed?
After each call, you get a text saying who rang and what they need.
- AI Automation
Do you want your emails sorted and replies drafted for you?
Enquiries in your email go into one list, with a reply written for you to check.
- AI Automation
Do you want past customers reminded when their next service is due?
Past customers hear from you when their next service is due.
- AI Automation
Do you want customers reminded about unpaid invoices?
Customers get a polite reminder when an invoice is overdue, twice at most.
- AI Virtual Assistant
Do you want calls answered after hours too, telling people your hours and taking a message?
When you're closed, your AI receptionist still answers, gives your hours and takes a message.
- AI Lead Gen
Do you want a text or email the moment a new enquiry comes in?
You hear about a new enquiry straight away, by text or email.
The services behind those questions
Questions.
Does the AI give tax advice?
No. It takes the caller's name, what they need and the best time to call back. Advice stays with you and your team.
Does it need access to our practice software?
No. It answers calls, takes messages and drafts email replies for you to check, without going near your client files.
How is client information handled?
Calls and messages show in your own portal and app. Tell us on the video call how your practice handles client information, and we'll show you exactly what it records so you can decide.
Others in this group
Want this set up for your business?
Tell us what's eating your week. We'll show you what we'd switch on, what it costs, and if we're not the right fit.